BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$697M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.57M
3
+$1.51M
4
CCOI icon
Cogent Communications
CCOI
+$1.47M
5
PDCO
Patterson Companies, Inc.
PDCO
+$1.25M

Top Sells

1
+$4.75M
2
+$2.07M
3
+$1.86M
4
AAPL icon
Apple
AAPL
+$1.78M
5
AMZN icon
Amazon
AMZN
+$1.67M

Sector Composition

1 Healthcare 26.21%
2 Technology 12.61%
3 Consumer Staples 10.86%
4 Industrials 10.2%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$874K 0.13%
12,919
-835
127
$851K 0.12%
34,494
-12,201
128
$825K 0.12%
7,851
-625
129
$824K 0.12%
12,546
-9,770
130
$796K 0.11%
18,385
+10
131
$747K 0.11%
22,510
-16,725
132
$724K 0.1%
22,442
-5,490
133
$719K 0.1%
9,450
-480
134
$686K 0.1%
11,792
-45
135
$633K 0.09%
4,375
-100
136
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13,740
-2,885
137
$605K 0.09%
5,780
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138
$599K 0.09%
5,905
-1,750
139
$593K 0.09%
3
140
$565K 0.08%
21,484
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141
$552K 0.08%
21,500
142
$515K 0.07%
15,759
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143
$512K 0.07%
15,990
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144
$485K 0.07%
4,908
+462
145
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1,839
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146
$463K 0.07%
+13,363
147
$441K 0.06%
8,395
-7,796
148
$425K 0.06%
4,073
+129
149
$421K 0.06%
9,210
150
$421K 0.06%
5,785
+2,700
4 5
6
7 8